Strategic Planning Meeting

Welcome

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Why are we developing this plan? What is the time frame for this plan?

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Background statement

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What information about your business is relevant to share?

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Vision, values and mission statement

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Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.

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Problem statement

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What is the problem we are trying to solve?

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SWOT analysis

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Conduct a SWOT analysis to help formulate your strategy.

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Strengths

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Weaknesses

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Opportunities

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Threats

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Define goals

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What are you hoping to achieve? How are you hoping to achieve it?

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Executive summary

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Formulate a quick overview of your strategic plan.

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Notepad

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Anything else to write down?

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